Confidently Settle Your First Trust
Join the iTrustee community today and learn from experts step by step.
If you are a Trustee of a Trust, iTrustee is for you
LEARN ONLINE
Receive detailed video guidance from experienced lawyers, guiding you through each step.
AUTOMATE DOCUMENTS
Employ the power of artificial intelligence to assist you in completing various legal forms efficiently and accurately.
SAVE ON LEGAL FEES
Save significant money on legal fees for services you can handle independently.
Legal Document Assistance
Our iTrustee legal document assistant is available to support you throughout your course. She provides guidance and resources to help you understand the material more effectively.
She ensures that you have the necessary help for both academic and administrative tasks. This service will streamline your workflow and enhance your learning experience.
Not sure where to begin?
If you're named as a backup Trustee, it's important to understand your role and the difference between a Trustee and an Executor.
Concerns about liability, time management, and meeting tax deadlines are common. Knowing your responsibilities will help you navigate the process smoothly and avoid common pitfalls.
Download iTrustee.app today and you will get FREE ACCESS to the first videos of the Trust 101 series!
Why Trustees Prefer iTrustee?
For just 2 hours of attorney time, iTrustee will take you through a guided course for Trustees so that you can get your inheritance quickly and efficiently.
Benefits for Trustees
iTrustee
Trust Admin. Attorney
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Understand Trust Management
Create Essential Trust Documents
Access to the iTrustee community where
others are going through the same process.
Access to the iTrustee Legal Documents Assistant.
Do at your own pace and your own schedule.
Payment Method
Total Price
One Time
Purchase
20 hours of meetings
$7,620 USD*
$762 USD
*Settling a trust takes about 20 hours, and California trust attorneys charge an average of $381 per hour. (2023 Clio Legal Trends Report).
TRUST 101 SERIES
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Introduction to Trust Administration.
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10 Lessons.
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Quizzes.
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Access to iTrustee Community.
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5 Key Trust Settlement Documents:
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Notice to Beneficiaries.
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Affidavit of Successor Trustee.
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Trust Certification.
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Notice of Proposed Action.
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Final Report and Proposed Plan of Distribution.
$762 USD
One Time Purchase
Jeff James (5 stars)
My Dad passed recently and Gary Winter has been wonderful to deal with through this process.
Patty Gallagher (5 stars)
. . . after mom passed, my job as Trustee was simplified by their clear explanations and coaching along the way. Professional and personal. with just the right balance.
Jackie Ruiz (5 stars)
Staff is friendly and attentive to your needs. The process of the services was done thorough, professional and . . . easy. Everything was explained to your level of understanding and we never felt intimidated. I would highly recommend . . . to all of my family and friends.